Michael Bellis Email & Phone Number
Managing Partner @ Vertex Planning Partners, LLC
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Michael Bellis Location
- Naperville, IL, US
Michael Bellis Work
- 2016 -now Managing Partner @
- 2009 -now Certified Financial Planner™ @
- 2003 -2009 Certified Financial Planner™ @ Waterstone Financial Group
- 1994 -2003 Financial Advisor @ Allmerica Financial
Michael Bellis Education
- Certified Financial Planner Board of Standards
Certified Financial Planner™
2002 - The American College of Financial Services
Chartered Life Underwriter
1996-2000 - Illinois State University
Bachelor of Science (B.S.) (Business/Marketing)
1990-1994 - Naperville Central High School 1987-1990
Michael Bellis Skills
- Retirement Planning
- Investments
- Financial Services
- Finance
- Asset Allocation
- Financial Planning
- Securities
- 401k
- Life Insurance
- Uniform Combined State Law
- Insurance
- Risk Management
- Small Business
- Financial Planners
- Disability Insurance
- Mutual Funds
- FINRA
- Employee Benefits
- Wealth Management
- Strategic Financial Planning
- Portfolio Management
- Personal Finance
- Equities
- Fixed Annuities
- Term Life Insurance
- Estate Planning
- Investment Strategies
- Variable Annuities
- Strategic Planning
- High Net Worth Individuals
- Asset Management
- Series 7
- Series 65
- Retirement
- Insurance Planning ( Life, Disability & Long-Term Care )
- 401k & Retirement Plan Analysis
- IRA Rollovers
- Financial Goals
- Education Funding
- Multi-generational wealth transfer
Michael Bellis Summary
- Michael Bellis, based in Naperville, IL, US, is currently a Managing Partner at Vertex Planning Partners, LLC. Michael Bellis brings experience from previous roles at LPL Financial, Waterstone Financial Group and Allmerica Financial. Michael Bellis holds a Certified Financial Planner™ @ Certified Financial Planner Board of Standards. With a robust skill set that includes Retirement Planning, Investments, Financial Services, Finance, Asset Allocation and more. Michael Bellis has 2 emails and 4 mobile phone numbers on RocketReach.
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